When our users click on Display Data, they are required to click select more over and over again. Is there a way to increase the default number of records when using Display Data from a Dashboard?

Like 1

Like

1 comments

Hello Cricket,

 

Hope you're doing well.

 

At the moment the base logic of the application doesn't allow to show you either more or all the records after clicking on the 'Show more' button. I have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Best regards,

Roman

Show all comments
7.17
Outlook
IPM.Activity
IMP.Activity

Hello Creatio !

 

We've notice a bug in 7.17 with Creatio Outlook Connector. 

Apparently when you add Office 365 mailbox account in Creatio and add a Journal entry in Outlook - Creatio thinks that this is an email, and pull it to CRM as an email.

Its looks like this (see attachment).

 

I've tried to reach Creatio support with this, they told me thats an Outlook problem that Creatio pulls journal entry as an email. Funny it is.

 

Question is: will this gonna be fixed or in order to use Creatio Outlook connector we must dont use Journal in Outlook?

 

File attachments
Like 0

Like

0 comments
Show all comments
aspose
Sales_Creatio
7.17

I registered at aspose cloud, made an app.  Got the client id and secret, and put those in the settings in Creatio.  But when trying to print, get this error:

 

 

Request Error

      The server encountered an error processing the request. The exception message is 'Bad Request'. See server logs for more details. The exception stack trace is: 

         at Aspose.Words.Cloud.Sdk.RequestHandlers.ApiExceptionRequestHandler.ThrowApiException(HttpWebResponse webResponse, Stream resultStream)

   at Aspose.Words.Cloud.Sdk.RequestHandlers.ApiExceptionRequestHandler.ProcessResponse(HttpWebResponse response, Stream resultStream)

   at System.Collections.Generic.List`1.ForEach(Action`1 action)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.ReadResponse(WebRequest client, Boolean binaryResponse)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.InvokeInternal(String path, String method, Boolean binaryResponse, String body, Dictionary`2 headerParams, Dictionary`2 formParams, String contentType)

   at Aspose.Words.Cloud.Sdk.RequestHandlers.OAuthRequestHandler.RequestToken()

   at Aspose.Words.Cloud.Sdk.RequestHandlers.OAuthRequestHandler.ProcessUrl(String url)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.<>c__DisplayClass10_0.b__0(IRequestHandler p)

   at System.Collections.Generic.List`1.ForEach(Action`1 action)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.InvokeInternal(String path, String method, Boolean binaryResponse, String body, Dictionary`2 headerParams, Dictionary`2 formParams, String contentType)

   at Aspose.Words.Cloud.Sdk.WordsApi.ConvertDocument(ConvertDocumentRequest request)

   at Terrasoft.Configuration.AsposeCloudPdfConverter.Convert(Byte[] data)

   at Terrasoft.Configuration.ReportService.ReportService.GenerateMSWordReport(String urlTemplateId, String urlRecordUId, Boolean convertInPDF)

   at Terrasoft.Configuration.ReportService.ReportHelper.CreateReport(String entitySchemaUId, String reportSchemaUId, String templateId, String recordId, String reportParameters, Boolean convertInPDF)

   at Terrasoft.Configuration.ReportService.ReportService.CreateReportsList(String entitySchemaUId, String reportSchemaUId, String templateId, String[] recordIds, String reportParameters, Boolean convertInPDF)

   at SyncInvokeCreateReportsList(Object , Object[] , Object[] )

   at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

   at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

Like 0

Like

3 comments
Best reply

Hi Chris,

 

Here is the feedback we received:

You need to check the values in the Creatio system settings connected to the Aspose service.

Please use the screenshot below to check whether the Aspose setting values match the respective system settings in Creatio.:

 

 

After you apply the changes, we recommend you to log out and log back into Creatio for checking the updates.

 

Hope this helps, 

Have a good day!

Hi Chris,

 

Thank you for your message.

We have forwarded your request to the responsible team.

We will get back to you with a solution as soon as we receive their feedback.

 

Have a good day!

Hi Chris,

 

Here is the feedback we received:

You need to check the values in the Creatio system settings connected to the Aspose service.

Please use the screenshot below to check whether the Aspose setting values match the respective system settings in Creatio.:

 

 

After you apply the changes, we recommend you to log out and log back into Creatio for checking the updates.

 

Hope this helps, 

Have a good day!

Thanks!  That worked.

Show all comments
FileSystemDevelopmentMode
AutogeneratedFiles
Sales_Creatio
7.16

Hi team,

Many times we encounter the error as seen in the below image: 



The above errors are encountered while building workspace in visual studio and also while installing packages. These 'duplications' seems to be coming from auto-generated files.

 

We have followed the instructions to set up file system development mode as per the documentation. Could you please let us know how to overcome this issue?

 

Thanks

Like 0

Like

2 comments

Hello Shivani,

Unfortunately, the image is corrupted and cannot be opened. Could you please resend it?

Thank you in advance!
Olga.

Hi Olga,

I am reattaching the same image 

Show all comments
openquestion
QUESTIONNAIRE
Sales_Creatio
7.17

Hi Community,

Please help me out this question

 

How do you mitigate negative reactions from end users during a product demonstration?

 

Thanks in advance

Like 0

Like

0 comments
Show all comments
FileDownload
FileApiService
Sales_Creatio
7.16

Hi team,

 

When multiple attachements are selected, we want it to get downloaded into a single folder in a given file path. Could you please let us know how to accomplish this? 

 

Thanks

Like 1

Like

2 comments

Hello Shivani,

 

Hope you're doing well.

 

As for now, there is no such functionality. I have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Thank you for being interested in the Creatio application and for your ideas of further improvements!

 

Best regards,

Roman

Jasmin Hofstetter,

 

Unfortunately, we do not have an update on the matter as of now.



Best Regards,

Ivanna.

Show all comments
account
Contact
create
Sales_Creatio
7.16

Hi,

Is there a functionality to allow users to search for contacts from an account page? Currently, you can only create a new contact. (Account page -> Contacts -> '+')

 

My use case is to, first search for a contact, and if it doesn't exist, create a new one. For example, "Configuration items"

 

Thanks

Like 0

Like

2 comments

Hello,

 

There is no way to add existing contacts on this detail. The logic of application presupposes that the Account will be selected on a Contact page here http://prntscr.com/qn2vzm. After that the contact will appear on the detail on Account page.

If you still need to add the existing contacts on this detail, it will be necessary to create a new detail according to this development guide:

https://academy.creatio.com/docs/developer/front-end_development/creati…

 

Regards,

Dean

 

If you want to connect one Contact  with several Accounts you should use Job experience detail (probably with some modifications)

Show all comments
system settings
7.17
Sales_Creatio

Hello Community,

 

Could You advise which module i may replace in order to implement function which will calculate and set system variable ?

 

Best Regard,

Marcin

Like 0

Like

1 comments

Hello Marcin,

 

You need to mark this system setting as not cached (uncheck this checkbox):

And create a trigger on the database level on the SysAdminUnit table so to check if the Supervisor is logged in then the value for the setting should be modified (something like this):

CREATE TRIGGER [dbo].[SysAdmUnit_SysSettingValueTrigger]
ON [dbo].[SysAdminUnit]
AFTER UPDATE
AS
BEGIN
DECLARE @admin_unit_id as UNIQUEIDENTIFIER;
DECLARE @loggedin as BIT;
SELECT @admin_unit_id = inserted.Id FROM inserted;
SELECT @loggedin = inserted.LoggedIn FROM inserted;
IF @admin_unit_id = '7F3B869F-34F3-4F20-AB4D-7480A5FDF647' AND @loggedin = 'true'
BEGIN
UPDATE SysSettingsValue SET IntegerValue = 111 WHERE SysSettingsId = 'F8520582-8161-4F36-A88D-028D3BDEFBDE'
END
END

where:

7F3B869F-34F3-4F20-AB4D-7480A5FDF647 - is an ID for the Supervisor user in the SysAdminUnit table

111 - value for the IntegerValue column in the SysSettingsValue table

 

Best regards,

Oscar

Show all comments

I need a single field to hold a DateTime variable.

It should be available for being read/written via business processes.

I tried to use System settings for this, but with no success; I couldn't manage a business process to set a value for a System setting.

What is the best way to keep a global variable in Creatio?

Like 0

Like

6 comments

Yurily,

A system setting is the best place for something like that. Normally, I'd use a Modify Data element in the process to write it back, but in current versions of Creatio the lookup to add columns to update causes a client-side error so you're unable to select columns. 

However, you can set it with a script task. Let's assume your value is a string value and currently in a process parameter named "MyParameterValue". You'd add code something like this to read it from the parameter and set a system setting with a code of "UsrMySetting":

var val = Get<string>("MyParameterValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, "UsrMySetting", val);
return true;

Ryan

Ryan Farley,

Thanks for your answer. The thing I don't understand is what "Yurily" means :)

Yuriy Konstantinov,

lol, sorry for the typo Yuriy!

Ryan Farley,

Hi Ryan,

 

I'm doing this, but for some reason the updated value is not on the System Setting if I see it by the System Settings, but If I ask it on a process I get the updated number.

 

I try to explain better, I create a System Setting variable, and init it with a number, in the process I update the value of the system setting and use it for some task, but when I come back to Creatio System setting and open the System setting is just like I define it, no change, but If I ask its value from a process it's updated.

 

I think is something related with cache or whatever, did you know what could be wrong?

 

For example, the following sub process is called in a "Read collection of records" loop.

 

In the first image you can see, I get the value of the System Setting called "Incidencias Detectadas - Correlativo Histórico" and add 1 and stores it in a local parameter.

 

The initial value in the System setting is 1

 

In the next step of the sub process I did something with the value, and in the third element of the sub process I update the system setting using the updated value in step 1. ie the old number + 1

 

 

It works OK, it's fine!, but when I came to System Setting, it shows me the initial number, ie: 1 and it must be 800 to my example,

 

You can see the value still is one, but If I read the value from a process, it gives to me the correct value. WHAT'S WRONG?

 

Thanks in advance

Julio Falcón

Ryan Farley,

Does your code set the system setting for the All employees role, or specifically for whichever user triggered the BP? Is there a way to choose this? The setting we are trying to set should be a single system setting for all users, but after running the BP, it appears to be creating a system settings value record for the user who runs the BP.

Harvey Adcock,

For a non per-user setting you can use SetDefValue

Terrasoft.Core.Configuration.SysSettings.SetDefValue(UserConnection, "UsrMySetting", val);

Ryan

Show all comments
Q&A
image
zoomimage
7.16
Sales_Creatio

Hi Community,

 

Scenario : We have a added image to a section/detail. Post adding, we have an option to add another/delete the uploaded image

 

Question: Is there am option to zoom/view the uploaded the image, than view in the thumbnail size instead of increasing the image placement.

File attachments
Like 0

Like

1 comments

Hello Amritha,

 

You can try to take an example of code from OOB application. The schema name is BaseMessageHistoryItemPage that is placed in the Message package. The functionality is developed for the Case page and works in the following way - you just click on the picture that is placed in the Email or Portal message to enlarge it.

 

Best regards,

Bogdan S.

Show all comments